+132.0%
WMT vs MSFU
+19.9%
+112.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.9% | +0.2% |
| 7D | -2.7% | -12.7% | +10.0% | -2.3% |
| 30D | +11.1% | -9.0% | +20.1% | +11.4% |
| 3M | +11.2% | +2.9% | +8.3% | +11.0% |
| 6M | -1.3% | +43.5% | -44.8% | -2.9% |
| YTD | +13.5% | -2.4% | +15.9% | +15.1% |
| 1Y | +22.5% | -13.5% | +36.0% | +26.0% |
| All | +132.0% | +19.9% | +112.1% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MSFU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling